Join Financial Advisors and Co-Founders of Sophia Financial Group and Sophia Wealth Academy, Tracy Theemes and Kamal Basra, for part 1 of their new 2-part noon hour retirement workshop series. Tracy and Kamal will address the modern paradigms around retirement as well as practical strategies to plan for and manage this important stage of our financial life.
Join Kamal and Tracy as they discuss:
- The four new phases of retirement and their financial impact
- The economic implications of a longer life expectancy
- Modern income planning strategies
- How to balance risk with financial security